Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,142 | $64,286-96.7% | $90,970-97.6% | $73,412-97.1% |
| Participation rate | 17.8% | 63.6%-45.8pp | 69.0%-51.2pp | 72.2%-54.4pp |
| Annual return | 0.00% | 21.46%-21.5pp | 134.58%-134.6pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $387 | $2,453-84.2% | $3,373-88.5% | $3,806-89.8% |
| Admin fee / account holder | $0 | $287-100.0% | $5,960-100.0% | $158-100.0% |